Processes in tasks
To do this, it is necessary:
1. Go to the Tasks section
2. Click on the three dots
3. Click on "Task Type Management"
4. Enter the task name and Save
Using the widget through salesbot, you can set tasks and perform bot actions after it is completed.
To do this, go to the pipeline settings
1. At the appropriate stage, click +Add Trigger
2. Select +Salesbot
3. Select the trigger conditions and click +Create a new bot
4. Select Create a new bot
5. Select Widgets
6. Find the Processes widget in Tasks and click Add
It is not necessary to use cloning of widget blocks, as this may lead to a violation of the structure of the sales bot process.
7. To make further adjustments, click on the pencil
8. Select the type of task to be created
9. Choose the person responsible for the task.
10. Next, in the drop-down list, select the time it takes to complete the task.
Or from the current moment and enter the number of minutes in the field
Either from the time of the field and then select this field
11. Next, enter the task text
12.Add the result by clicking on + Create and enter the result name
13. Add the required number of results and click Save
14. Next, select the actions that the bot will perform after completing the task
Important. Stop the bot after each action.
Save all settings
Forms are necessary to fill in fields, for example, so that the manager fills in certain fields during the task and does not search for them in the transaction tabs, you can fill out a form before closing the task.
To do this, go to the configured bot and click on the pencil.
Click on the arrow next to the result name and select the fields
If necessary, select fields for all results.
Make sure to save the settings
